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Essential Planning, LLC. → PDI
Essential Planning, LLC. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
10
Latest value
$3.9M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q3 2025 | $1.2M |
| Q4 2025 | $4M |
| Q4 2025 | $1.9M |
| Q1 2026 | $3.9M |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.7M |
| Q2 2026 | $3.6M |
| Q3 2026 | $3.2M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 39.2K | — | — |
| Q3 2026 | $3.2M | 36.7K | — | — |
| Q2 2026 | $3.6M | 36.0K | — | — |
| Q2 2026 | $3.7M | 39.9K | — | — |
| Q1 2026 | $2.7M | 27.2K | — | — |
| Q1 2026 | $3.9M | 42.1K | — | — |
| Q4 2025 | $1.9M | 19.2K | — | — |
| Q4 2025 | $4M | 43.1K | — | — |
| Q3 2025 | $1.2M | 11.5K | — | — |
| Q3 2025 | $4.1M | 43.4K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
$930.9M